Raymond James Financial
CARE icon

Raymond James Financial’s Carter Bankshares CARE Stock Holding History

Raymond James Financial’s Portfolio CARE Stock Details CARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,236
Closed -$108K – 5245
2025
Q2 		$108K Buy
+6,236
New +$98.7K ﹤0.01% 4837

Other funds holding CARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Raymond James Financial's CARE Position: Q3 2025 in Review

Raymond James Financial sold out of Carter Bankshares (CARE) in Q3 2025, closing a stake of 6,236 shares — an estimated $108K sold.

Raymond James Financial first reported a position in CARE in Q2 2025 and held it in 1 quarter. The position peaked at $108K in Q2 2025. 122 funds tracked by Wall St. Rank hold CARE as of Q3 2025.

  • Raymond James Financial reported no remaining Carter Bankshares position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 6,236 Carter Bankshares shares in Q3 2025, an estimated $108K.
  • Raymond James Financial first reported a position in Carter Bankshares in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Carter Bankshares position peaked at $108K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Carter Bankshares as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.